+399.2%
PG vs SIMO
+3,544.2%
-3,144.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -0.8% |
| 7D | -0.4% | +14.6% | -15.0% | -1.0% |
| 30D | -0.1% | +6.2% | -6.4% | -0.5% |
| 3M | +1.1% | +3.6% | -2.5% | +0.3% |
| 6M | -3.8% | +130.8% | -134.6% | -8.9% |
| YTD | +3.8% | +195.8% | -191.9% | -3.2% |
| 1Y | -5.8% | +225.0% | -230.8% | -12.7% |
| 3Y | +3.0% | +452.3% | -449.3% | -8.2% |
| 5Y | +14.5% | +303.6% | -289.1% | +2.6% |
| 10Y | +117.8% | +528.8% | -411.0% | +85.5% |
| All | +399.2% | +3,544.2% | -3,144.9% | +240.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SIMO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling